ARA US Hospitality Trust - DBS Research 2022-08-17: Shooting For The Stars!

• We note a better flow-through on the incremental dollar as ARA US Hospitality Trust (SGX:XZL) hotels ramp up to cater to the stronger travel demand as a result of pent-up demand momentum.
• In 1H22, a 54% y-o-y growth in ARA US Hospitality Trust's gross revenue translated to a 95% y-o-y growth in gross operating profit and 131% y-o-y growth in net property income. We expect the outsized bottom-line growth relative to top-line growth to continue as we enter 3Q22, which is typically the best performing quarter on the back of the peak summer season.

Labour costs kept in check.

• - Read this at SGinvestors.io -
• - Read this at SGinvestors.io -

Room rates repricing an upside in inflationary environment.

• Read more at SGinvestors.io.

Above is an excerpt from a report by DBS Group Research.
Clients of DBS may access the full PDF report @ https://www.dbs.com/insightsdirect/.

Read also DBS's most recent report:
2025-03-03 Acrophyte Hospitality Trust - Optimising For The Future, DPU On Growth Path.

Previous report by DBS:
2024-11-08 Acrophyte Hospitality Trust - Favourable Risk-Reward At This Juncture.

Price targets by other brokers at ARA US Hospitality Trust Target Prices.

Listing of research reports at ARA US Hospitality Trust Analyst Reports.

Relevant links:
ARA US Hospitality Trust Share Price History,
ARA US Hospitality Trust Announcements,
ARA US Hospitality Trust Dividend Payout Dates & Corporate Actions,
ARA US Hospitality Trust News